NES
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New England Securities’s StoneX SNEX Stock Holding History

New England Securities’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1K Hold
203
– – ﹤0.01% 1575
2014
Q3 		$1K Buy
203
+127
+167% +$478 ﹤0.01% 1609
2014
Q2 		$0 Buy
+76
New +$283 ﹤0.01% 1825

Other funds holding SNEX

NTP
Nine Ten Partners Evanston, Illinois $308M AUM
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New England Securities's SNEX Position: Q4 2014 in Review

New England Securities held its StoneX (SNEX) position steady in Q4 2014 at 203 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

New England Securities first reported a position in SNEX in Q2 2014 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold SNEX as of Q4 2014.

  • New England Securities held 203 shares of StoneX worth $1K as of Q4 2014.
  • New England Securities left its StoneX share count unchanged in Q4 2014.
  • StoneX made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1575 holding.
  • New England Securities first reported a position in StoneX in Q2 2014 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held StoneX as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.